Charge Price Override

Charge Price Override

Override a charge when this task needs a different Total Price or Unit Price from the standard Charge Item. The change applies only to that charge. It does not change the Charge Item or other tasks that use it.

Who can override a charge's price:

• Admins and Managers.
• Team Members, unless their employment type is Contractor.
• You must also be able to edit the task: it must be yours, or you must be an Admin or Manager.

An invoiced charge can't be overridden, and its total isn't clickable. Neither can a charge in an invoice batch that is processing or finalised.

Navigating to the Charge Override

Navigating to the charge override is really simple. Follow the instructions below.

From the Task Board click on the task that you would like to override the charge for.

Open the task's Finance tab, then select the charge's amount in the Total cost column.

The Charge Price Override window contains Total Price and Unit Price.

Total Price vs Unit Price

Before jumping into examples it is important to distinguish the difference between the Override Types.

• A Total Price override is used when you want to assign a fixed amount to a task, regardless of the units. This means that the entire cost of the task is specified as a whole, overriding any per-unit calculations.
• On the other hand, a Unit Price override modifies the cost assigned per unit of a Charge Item. This allows for adjustments in the price of each unit, rather than setting a flat total for the entire task.

This difference will be highlighted in the examples below.

The override amount must be more than $0.

Total Price

Click Total Price, then under Override amount enter the fixed amount for the whole charge, regardless of its quantity, in the Amount box.

In this example we used $200 as the fixed amount. When you submit this Total Price override, Astalty will navigate back to the Finance screen where you will see the updated Charge Price as what you have set within the Override Prompt.

This price as mentioned above is a fixed price. Meaning that if you update the unit quantity, the total cost remains at that fixed amount.

A Total Price override needs a quantity above 0. Enter the quantity first.

Unit Price

Click Unit Price, then under Override amount enter the new price per unit in the Amount box. This sets the unit price for this charge only. The Charge Item's own price doesn't change.

In this example we have also set the Unit Price at $200. Once you submit this amount Astalty will navigate you back to the previous Finance screen where you will see the updated Unit Price reflected in the units assigned to the task.

To show the difference here is the same task with an updated unit amount.

Resetting the Overridden Price

You can reset the overridden price by deleting the charge within the Finance tab. To do this you will have to click on the three dots to the right side of the charge. After clicking you will see a delete option. Once you click this it will delete the charge and also the overridden price.

Then add the charge again with Add Charge to charge it at the Charge Item's price. For the Primary Charge, set the Charge Item again on the Task Board or in the Task View instead. Until the charge is invoiced you can also replace an override with a new one of the same type. Once a charge has a Total Price override, that fixed total stays in place even if you later enter a Unit Price, so delete and re-add the charge to go back to unit pricing.